Key Responsibilities:

• Data entry for submission of documents

• Ensuring the accuracy and reliability of sales data

• Recording figures and updating progress of insurance applications

• Managing client data by using CRM and ERP systems

• Following up and supporting in clearance of outstanding underwriting requirements

• Approving applications according to internal and external processes and systems

• Supporting any administration needs of the department in case management and documentation

• Maintaining insurance product library, Fact Find Form and Commission Rebate Calculator

• Involved in sales campaigns and liaise with the various stakeholders to ensure that these campaigns are successfully launched, tracked and fulfilled

• Involved in the improvements and enhancements of existing systems and processes

• Maintaining and updating department processes and work flows

• Assisting in ad-hoc projects and tasks assigned

Key Experience:

· Competent with Microsoft Office Applications

· Good knowledge of insurance fundamentals

· Meticulous and attentive to details

· Self-driven and pro-active to work independently

· Highly adaptable to dynamic work environment and embrace new changes

· Ability to work under tight timeline

· High level of integrity and takes accountability of work

Education:

· Preferably a Diploma in Business Administration or related field

WFH - 4 days

WFO - 1 day

About the Company:

audax is about courage – the courage to push frontiers, defy the norm, and embrace the unconventional. We believe that innovation thrives on audacity, and with audax, you're not just choosing our digital banking solutions – you're choosing a fearless partner ready to explore new horizons.

As a comprehensive stack digital banking solutions provider, audax empowers banks and financial institutions to rapidly scale and modernise. Our plug-and-play digital solutions offer end-to-end banking capabilities, harmoniously complementing incumbents' core infrastructure. We're here to help you realise scaled digital banking models, including digital banking and Banking-as-a-Service, without the complexity of in-house development or expensive migration.

Our journey started by powering Standard Chartered nexus and has since expanded to elevate other banks and financial institutions globally. If you're ready to embark on a journey that defies convention and shapes the future of banking, audax is your partner. Get in touch with us today.

Audax is seeking a Specialist, Microsoft Dynamics 365 solutions to join our team. The ideal candidate will be someone who has a strong background in Microsoft Dynamics 365, particularly with Relationship Sales, and possess technical skills in integration and configuration of the platform. This role will report to the Manager, Sales Enablement.

What you will be doing:

Dynamics 365 Configuration and Integration:

• Connect Microsoft Dynamics 365 with LinkedIn Sales Navigator and set up sales-specific insights within Dynamics to enhance sales processes.
• Integrate Microsoft Dynamics 365 with other Microsoft products (e.g. Microsoft Teams, Outlook, SharePoint).
• Implement and optimize Power Automate and Flows to streamline workflows and improve operational efficiency.
• Configure and implement Microsoft Dynamics Copilot

What you need to be successful in this role:

• Experience in Microsoft Dynamics 365 (Relationship Sales)
• Strong understanding of Microsoft Power Platform, including Power Automate, PowerApps, and Flows
• Familiarity with LinkedIn Sales Navigator and its integration capabilities with Microsoft Dynamics 365
• Good hands-on experience with Outlook integration and the use of Copilot in Dynamics

Job Responsibilities:

· Assist with strategic project implementation to optimize sales processes

· Gathering and analyzing of data

· Tracking and monitoring of project status/timeline

· Escalating of issues when required

· Adhoc tasks and projects as assigned

Job Requirements

· Minimum Diploma in a related discipline

· Minimum 1 years of relevant experience

· Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to [email protected]

Attention to Joseph Koh Wei Jie (R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. License Number: 10C5117

Roles and Responsibilities

• Develop individualised financial advice based on clients’ financial and protection needs.
• Help clients with financial planning in aspects such as retirement, education and investments.
• Provide clients with recommendations on wealth accumulation in accordance to their goals.
• Build long-term and trusted relationships with clients.
• Keep up to date with market development, investment products and other areas that can affect the market.

What We Offer:

• Different proven platforms to be given to kickstart and advance in your career.
• Not needed to approach own family members or friends to generate leads.
• provide customizable leads platform
• Provide 1 to 1 mentorship.
• Extensive training provided by professional trainers to help you develop your knowledge and soft skills.
• Monthly allowance and other cash incentives.
• Overseas trip incentives.

Eligibility

• Meeting MAS-FAA regulations, you should be at least of 21 years of age to quality as a financial planner
• Minimum full certificate in GCE A Level, International Baccalaureate Diploma qualification, diploma awarded by a Polytechnic in Singapore or equivalent (further specific requirements may apply to determine equivalent academic qualifications).
• Good interpersonal skills.
• Committed, driven and eager to succeed.
• No work experience required.

Technical Skills and Competencies You Will Learn

• Insurance and Financial Planning Fundamentals
• Certifications in CMFAS
• Communication and Networking Skills
• Sales and Marketing Skills
• Client Relationship Management

Flexi Work Arrangements, Essential Financial Knowledge, Attractive Remuneration

We believe in providing a holistic approach in service to our clients, ensuring their needs are met and satisfied in our care. And we believe that it starts with us!

Join our team as a Financial Advisor and enjoy a flexible work setting, comprehensive training, support structure, together with market leading remuneration. This role is ideal for both fresh graduates and those seeking a mid-career switch. Connect with us and embark on a rewarding career in financial advisory

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a robust client base through effective networking and prospecting strategies.
• Financial Strategy Development: Analyze clients' financial situations and goals to create tailored financial strategies.
• Insurance and Financial Advisory: Provide comprehensive advisory on insurance and financial planning, covering areas such as retirement, education, and investments, supported by our extensive product suite.
• Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.

Benefits & Rewards:

• 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career.
• Extensive Training and Support Structure: Regular workshops, training & sharing sessions within the agency and individual mentorship ensuring support along the way.
• Flexi-Hybrid Work Setting: Enjoy a hybrid work setting with flexible work arrangements.
• Attractive Rewards: We believe in 'work hard, play hard', with incentives for top performers & fun team-bonding events.
• Market-leading Remuneration Structure: Market-leading remuneration package along with an attractive incentive system, including commissions, performance incentives, and up to 3 incentive trips a year.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
• Highly motivated with strong interpersonal skills

Apply now to find out more!

Working Location: Central

Working Hours: 5days, 9am-6pm (Flexi)

Training Provided! No Experience Welcome!

Responsibilities:

• Provide expert investment advice and guidance to clients, ensuring their financial objectives are understood and addressed.
• Develop and maintain strong relationships with existing clients, while actively expanding your network to onboard new clients.
• Conduct thorough Financial Needs Analysis for clients, comprehensively assessing their financial situation, risk tolerance, and investment goals.
• Construct and review investment portfolios, ensuring they align with clients' objectives and risk profiles.
• Establish clients’ financial goals and recommend solutions, to help them achieve their financial goals.
• Understand your client's financial objectives and investment requirements
• Work closely with investors in proposing, delivering, and executing solutions for clients; as well as identifying new opportunities
• Stay updated on investment challenges, regulatory changes, and internal operational requirements to engage in informed discussions with clients.

Requirements:

• Minimum Diploma qualification is any field
• Confident in sales presentation and outgoing nature.
• On-job training and guidance would be provided.

Qualified or interested candidates, please submit your updated resume in MS format by using the Apply Now Button or email to [email protected]

Candidates are also encouraged to contact our office where our approachable Consultants will address any inquiries and advice you with relation to this job advertisement. Our dedicated HR Consultants will get in touch with shortlisted candidates for a confidential discussion!

R22103985 | EA License 16C7883

Duration: 1 year

Location: Novena

Working Hours: Monday - Thursday 830am to 6pm; Friday 830am to 530pm

Responsibilities:

• Ensure timeliness, accuracy and completeness of period-end FA reports (e.g. Fixed Asset Stock-take report, Development Project-in-Progress (DPIP) report, and the Consolidated Fixed Asset Schedule) for management and statutory reporting and audit reviews. This includes reviewing of the asset count, performing FA reconciliation and investigating discrepancies (i.e. add, retire or rectify erroneous transactions reported by users via service requests or identified when reviewing expenditure)
• Review development expenditure to assess correct treatment of expenditures for asset capitalisation, before capitalising the assets.
• Maintain standards of excellence for FA processes by facilitating the learning of HTDs through conducting trainings, providing guidance on FA matters (i.e. ensure FA related SOPs are adhered to) and implementing process changes to strengthen governance and control.
• Participate in automation initiatives and process improvement projects (e.g. use of tools such as RPA bots or data analytics dashboards) to enhance work efficiency

Requirements:

• Degree in Accounting
• Prior experience in Audit will be an advantage
• Prior experience in using SAP will be an advantage

Interested candidate please click "APPLY" to begin your job search journey and submit your CV directly through the official PERSOLKELLY job application platform - GO Mobile.

Should you be interested in this position, please contact Mandy at 9640 2934 your resume directly for fast respond.

We regret to inform that only shortlisted candidates will be notified.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394• Reg. R23114622 So Man Xin

Job Description

• Deliver sales targets and meet campaign key performance indicators (KPIs) which includes sales targets, call quality and operational standards
• Conduct telemarketing calls to promote General Insurance products with clear product knowledge and references, to existing and prospective customers
• Identify opportunities to cross-sell and up-sell
• Convert leads provided by the company to sales through telemarketing activities
• Ensure all call activities are conducted with full adherence to regulations and in line with Quality Assurance standards
• Update customer information in the database

Requirements

• Any education background
• Prior experience working in telemarketing or sales function and/or the financial services sector preferred
• Training will be provided
• Comfortable with outbound calls and stakeholder interactions
• Confident communicator with good verbal skills
• Sufficiently resilient to handle rejection and objections from customers
• Persuasive and committed to meet/exceed sales targets
• Sales-driven and possess a can-do attitude

Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolkelly.com.sg/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

We are representing a leading start up in the Innovative Logistics platform space. In search for an experienced Chief Financial Officer/ Financial Advisor

Key Responsibilities

• Fundraising & Investment Develop and implement fundraising strategies, actively engaging with venture capital (VC) firms, private equity (PE) firms, and other potential investors.
• Lead capital-raising efforts, including negotiations and managing associated documentation.
• Cultivate and maintain strong relationships with investors, providing regular updates on
  Organisastionfinancial and operational performance.
• Develop accurate financial models and projections to support investor pitches, demonstrating Organisastion growth potential, financial health, and return on investment.
• Lead discussions on investment terms and conditions, ensuring favorable terms that align with the company’s strategic vision and long-term financial sustainability.
• Identify and mitigate financial risks related to fundraising, ensuring that capital structure and investment deals are in line with the company’s risk tolerance and financial stability.
  Financial Strategy & Planning
• Create and execute long-term financial strategies that align with Organisastion business goals.
• Optimize financial resources through efficient budgeting, cost control, and risk management.
• Analyze key financial metrics to provide actionable insights that support strategic decision-making.
• Manage the overall financial operations of the company, ensuring accurate and timely financial reporting, as well as adherence to regulatory and compliance requirements.
• Ensure Organisastion financial systems, processes, and reporting practices comply with all relevant regulatory standards, including Singaporean regulations and international accounting principles

Requirements

• A minimum of 8 years of relevant experience, including senior financial roles in startups or early-stage companies.
• Extensive experience in venture capital and working with VC/PE firms.
• Proven track record of leading successful fundraising efforts for startups.
• Exceptional financial planning, risk management, and analytical skills.
• Strong strategic thinking and ability to align financial planning with business goals.
• Excellent interpersonal and communication skills to collaborate with internal teams and external stakeholders.
• In-depth knowledge of Singapore financial regulations and international accounting standards.
• Experience in logistics, delivery, or gig economy platforms. Familiarity with the Singapore and Southeast Asia markets.

Regret to inform that only shortlisted candidates will be notified.

www.dadaconsultants.com

EA Registration Number: R1878287

Business Registration Number: 201735941W.

Licence Number: 18S9037

Our client is a Singapore based Scientific and Medical devices provider with presence in Southeast Asia region. Due to their current expansion plan, they are looking for a Engineering Sales Advisor to join their Sales Team, in hopes of developing the current high performing team. They are located in the South area – easily accessible.

Duties of Engineering Sales Advisor:

• Present and sell products/services to current and potential customers.
• Develop and execute strategic sales plans for assigned products and clients.
• Engage customers to understand their needs and recommend suitable solutions.
• Analyze market potential and track sales progress within the territory.
• Build technical expertise on products to support customer interactions effectively.
• Cultivate and maintain strong client relationships to expand the product portfolio.

Requirements:

• Diploma in Mechanical Engineering
• 2 - 3 years Technical Sales experience in relevant industry

Interested candidates who wish to apply for the advertised position, please click APPLY NOW or email an updated copy of your resume/cv.

We regret that only shortlisted candidate will be notified

• Email Address: [email protected]
• EA License No: 19C9682
• EA Personnel No: R2199158
• EA Personnel Name: Soo Wei De

Role Overview:

The Contracts team within organisation provides a commercially driven service to the Crude, Products, and Lubricants Marine Trading teams in, amongst others in Singapore, in Dubai and various downstream supply business units.

The Commercial Advisors in the Contracts team are responsible for the management of the entire trading and supply Contracts process from pre-deal to post-deal contractual activities, providing commercial/contractual advice on drafting and reviewing of contracts (including master agreements and confirmations for the derivatives and emissions trading business), and ad hoc problem solving involving trading and supply contracts.

As the Contracts team functions as an integrated team supporting a myriad of activities carried out by various businesses within Trading & Supply, you will be called upon to provide support to various businesses in conjunction with resourcing optimisation and personal development.

These businesses include the physical crude and products trading and supply business, the emissions trading business, the derivatives and risk marketing businesses, the LNG trading business and the downstream LNG business.

A Commercial Advisor's primary responsibilities are as follows:

• Provide pre and post deal commercial advice plus general LNG, emissions, derivatives and freight contractual advice to support the Business objectives.
• Advise traders of the commercial, contractual and financial risks associated with their business, identifying areas where there are opportunities for value creation as well as areas where the exposure to value leakage exists.
• Combine commercial knowledge with contracts expertise to deliver tangible value to the bottom line.
• Draft, review and negotiate term deals, tenders, storage agreements, master agreements, single trade agreements, confirmation notices and side letters directly with customers with an emphasis on negotiating terms and conditions that maximises value and mitigates contractual exposures to minimise profit leakage.
• Review and authorise all contracts/responses,making modifications where necessary to ensure contracts accurately reflect the terms agreed, and to ensure all contracts are fit for purpose prior to dispatch.
• Review 3rd Party terms and conditions and negotiate amendments as required to minimise contractual exposure and ensure they acceptable and comply with Group policy and standards whilst at the same time maintaining a keen sense of commercial acumen in empowering the business objectives of creating new and additional channels for trade.
• Help find opportunities to increase value by working intimately with trading desks and closely with other businesses across the value chain and advise the trading desks in negotiating complex contractual arrangements and structured contracts in close consultation and collaboration with various functional subject matter experts such as Finance, Credit,Legal, etc.
• Provide contractual support in drafting and negotiating ad hoc agreements to facilitate new business development/growth projects.
• Provide advice, help and commercially astute options in achieving win-win resolutions of contractual disputes with counterparties, liaising with legal counsels as necessary.
• Must be accessible to the trading floor and available to engage and collaborate with traders, commercial operations and other functions, taking part in commercial discussions to help deliver the greatest value. Close collaboration and integration with the business is critical to success.
• Maintain an awareness of any new trade opportunities and regulatory restrictions that may involve changes to existing procedures or support processes and remain constantly adaptable towards procedural changes necessary to facilitate such new opportunities without compromising on internal policies and overall governance and risk control framework.
• Lead/actively participate in running the Contracts Workshop and administering the Contracts assessment as part of the Trader Development Program and in training new commercial operators and Trading & Supply staff.
• Maintain mastery in undertaking the comprehensive role played within the Framework and protect the organization license to operate by ensuring/ verifying that all contracts comply with all local implementation policies, manual of authorities, business controls, Group policy and standards (including but not limited to the Contractual Allocation of Risk Framework and its consequent internal assurance process and SOX controls) as well as meet all regulatory and regulated market requirements.
• Provide cover for the contracts support analyst supporting the environmental products business where required.

Requirements:

• Education:(a) LLB (Hons) degree with 5+ years of post-qualification experience in a law firm, in-house legal role, or energy/commodity trading.
  (b) Degree with 10+ years in contract administration within energy/commodity trading.
  
• Key Competencies:Strong negotiation, commercial, and transactional skills.
  Detail-oriented with excellent organizational and communication abilities.
  Flexibility and ability to prioritize in a fast-paced environment.
  Proficiency in English (written & verbal).
  Presentation and interpersonal skills for collaboration and negotiations.
  Ability to handle records management and travel for business as required.
  
• Preferred Background:Expertise in LNG Master Sale and Purchase Agreements and ISDA Master Agreements.
  

Additional Information:

• Collaborate with other Commercial Advisors for comprehensive support.
• Prior experience in drafting and reviewing contractual documents is highly desirable.

Added benefit: Work from home arragements

Associate

• Working Hours: 5 Days [9am - 6pm]
• Salary: $2,800 - $3,500
• Location: One Commonwealth, Singapore 149544

Requirements:

• Preferably 1 year of working experience in accounting, audit, corporate or individual insolvency and/or restructuring space.
• Possess a Diploma or Degree in Accountancy and/or ACCA // Business Administration or equivalent

Jobs Scope:

• Preparation of documents for conflict checks.
• Liaising with clients on the documents required.
• Performing an analysis on the historical and current financial performance of the clients.
• Performing a review of historical transactions.
• Investigating the cause of the insolvency.
• Assisting in the preparation of cash flow projections and assessing the validity of the assumptions adopted, taking into account the liquidity constraints / requirements of the client.
• Liaising with government bodies such as CPFB, IRAS, MOM and CPFB.
• Liaising with various stakeholders in the administration of various forms of corporate insolvency and restructuring engagements (such as judicial management, liquidation and receivers and managers) including dealing with creditors’ queries, recovering and realizing assets and fulfilling the statutory obligations of the administrators.
• Familiarising themselves with the prevailing insolvency laws.
• Assisting the Directors and Managers on the administrative aspect of the engagements such as time reporting, preparation of the Bill of Cost, documentation tracking etc.